Sie befinden sich hier:
Erstellen Sie einen Finanzverwalterberater, um einen Beratercode einem bestimmten Berater und einem Finanzverwalter zuzuordnen.
Verfügbarkeit: Lightning Experience Verfügbarkeit: Enterprise und Unlimited Edition |
| Erforderliche Benutzerberechtigungen | |
|---|---|
| Verwenden der Konnektorbibliothek mit Financial Services: | Financial Services Cloud Extension ODER FSC-Grundlagen ODER FSC-Vertrieb ODER FSC-Service |
| Verwenden von Agentforce: | Berechtigungssatz "Agentenplattformgenerator" |
| Ausführen von Aufforderungsvorlagen: | Benutzerberechtigung "Aufforderungsvorlagen ausführen" |
| Verwenden von Data 360: | Data Cloud-Organisation: Data Cloud-Architekt |
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